Product Updates

Tallyfy publishes product updates, fixes and enhancements on this page.

V2.98 – Auklet

July 10th, 2020

ENHANCEMENTS

  1. Ability to permanently delete blueprints and processes.
  2. Internal improvements to blueprints and their structures

FIXES

  1. General bug fixes and UI improvements.
  2. Fixes on roles and permissions

V2.28 – Warbler

June 24th, 2020

NEW FEATURES

  1. Set roles and permissions within your organization.
  2. Create and reuse snippets that allow you to paste saved descriptions in steps, one-off tasks, and comments.
  3. Add tasks to active processes on the fly.
  4. Import blueprints from one org to another.

ENHANCEMENTS

  1. Sign up just got easier!
  2. Invite guests at the time of task assignment.
  3. Docs plan can now create and view rules.
  4. Integration to Integromat.

FIXES

  1. General bug fixes and UI improvements.

V2.26 – Wigeon

April 14th, 2020

NEW FEATURES

  1. Try out the all new Table View in the tracker.
  2. New step type, “Approve” or “Reject.”
  3. Collaborate in real-time on blueprints

ENHANCEMENTS

  1. Tracker view, see more process name in the card view.
  2. Tracker view, ability to order process cards by due date.

FIXES

  1. General bug fixes and UI improvements.

V2.25 – Goshawk

February 25th, 2020

NEW FEATURES

  1. Compact task cards are now available in your active process and tasks view.
  2. It’s easier than ever to bulk assign tasks when you change process owners.
  3. You can now launch a zero click process.
  4. Add your own Google Analytics tracker code via Settings.

ENHANCEMENTS

  1. Launch Process Zap (Zapier) now allows you to add guests and assign deadlines automatically.

FIXES

  1. General bug fixes and UI improvements.

V2.24 – Brambling

January 7th, 2020

NEW FEATURES

  1. Guest (your clients) now have a custom view for all of the tasks you’ve assigned to them.

ENHANCEMENTS

  1. Blueprint step details pane now expands to fit any screen size.
  2. Added help video for procedure blueprint creation.
  3. Show and hide details added to blueprint library folders.

FIXES

  1. General bug fixes and UI improvements.

V2.23 – Turtle Dove

December 23rd, 2019

NEW FEATURES

  1. You can now organize blueprints into folders.
  2. Brand new Gmail plugin available.

ENHANCEMENTS

  1. Enabled native video uploads and streaming via Froala
  2. Added Ability to hide/show/edit hidden tasks in Active Process Tasks
  3. Renamed Process Tracker filter from “Active” to “Not complete”

FIXES

  1. General bug fixes and UI improvements.

V2.22 – Bean Goose

November 21st, 2019

NEW FEATURES

  1. Improved filters on tasks view.
  2. Home – Find all of Tallyfy’s main functions like creating blueprints, launching processes, and creating tasks in one spot!

ENHANCEMENTS

  1. Improved log in experience.
  2. 2 pane view for blueprint creation.
  3. Tags added to blueprints.

FIXES

  1. General bug fixes and UI improvements.

V2.21 – Phoenix

October 23rd, 2019

NEW FEATURES

  1. Docs plan launched! Find all your company how-to’s in ONE place from just $2.50!
  2. The Library in the sidebar now contains all your blueprints.
  3. Ability to insert tables to task descriptions and comments.
  4. Process Tracker, see when the next task is due.

ENHANCEMENTS

  1. New simplistic sidebar for everything you need to access daily.
  2. Access and read the User Guide articles and videos more easily!
  3. Automatic reassignment of tasks and blueprint ownership for members you remove.
  4. Mark a form as required or not more easily.

V2.20 – Swallow

September 2nd, 2019

NEW FEATURES

  1. Tallyfy has a Slack integration.
  2. Tallyfy is on Microsoft Flow.
  3. We offer everyone on the free plan a 14 day free trial on the PRO plan starting today!
  4. Create all types of kick-off forms.
  5. Copy, share, and view a guest task link any time.
  6. Bonjour and Hallo! Tallyfy is now available in French and German.

ENHANCEMENTS

  1. More subtle and informative guest email footer.
  2. +Create one-off tasks and more much more easily.
  3. More billing management options.
  4. New position for kick-off form.
  5. Expansion in integration capabilities for developers and IT.

FIXES

  1. Faster saving of guest emails.

V2.19 – Black Bird

July 12th, 2019

NEW FEATURES

  1. Ability to see email notifications by others as they complete process tasks.

ENHANCEMENTS

  1. Ability to add multiple one-off tasks faster.
  2. Launching a process has an improved design.

FIXES

  1. Fixed issues with Advanced step tab.
  2. Minor fixes to step saving.
  3. Minor fixes to translations in notifications area

V2.18 – Cardinal

July 4th, 2019

ENHANCEMENTS

  1. Ability for processes to inherit tags from their blueprints.
  2. Easily read, save or print any blueprint.
  3. Ability to see the whole step name when editing.
  4. Ability to see the hidden tasks of a process in a CSV.
  5. SAVE CHANGES faster across the app.
  6. Ability to see the number of tasks in Daily Digests.
  7. Tallyfy user interface now available in Japanese

V2.17 – Lark

May 10, 2019

NEW FEATURES

  1. Ability to download and print a blueprint.
  2. Custom logo and color branding on emails.
  3. Export a process as a CSV.

ENHANCEMENTS

  1. Ability to add code snippets to any WYSIWYG editor.
  2. Reduction in Tallyfy branding on all emails.
  3. Ability to see guest assignment in closed step in a blueprint.
  4. Ability to send reminder emails to members and guests.
  5. Guest tasks will not show empty variables.
  6. Ability to see and edit process owners.

FIXES

  1. Regenerated all kick-off form alias, task form alias, step alias and blueprint alias for efficiency. Insert variable were automatically updated. API and Zapier users would need to update these alias. All users informed subscribed to service update emails were informed on 10th May 2018.
  2. Ability to see tags on process header.

V2.16 – Nightingale

March 23, 2019

NEW FEATURES

  1. Ability to @mention in task comments.
  2. Tallyfy user interface is now available in Dutch, Vietnamese, Portuguese, Brazilian Portuguese, Mandarin.
  3. Automatically complete a task from any other app!
  4. Read-mode blueprints. Read it like a procedure.
  5. Use Tallyfy on your mobile device!
  6. Finer control over email notifications.
  7. Abilty to search for guest tasks.

ENHANCEMENTS

  1. Ability to see total number of processes in each view.
  2. See an in-app notification for every action.
  3. Links in the form’s guidance text are clickable.
  4. Ability to add links, files and videos to one-off tasks.
  5. Access your favorite (starred) processes easily.
  6. Search tasks by “By Due date”
  7. Automatically name process as the date.
  8. FYI – ‘Coworkers’ are now known as ‘Members’!

FIXES

  1. Already Using Zapier? Please update your template/blueprint IDs to ensure zaps continue to work (if not already done after March 23 2019)
  2. API users, referencing form fields? Please ensure you use the field alias and not the capture ID when referencing a process tasks form field (if not already done after March 23 2019)

V2.15 – Raven

November 30, 2018

NEW FEATURES

  1. Ability to duplicate a blueprint.
  2. Keyboard shortcuts (ability to tab through multiple task forms and more!)
  3. You asked – we listened! A simpler blueprint editor has been launched to make editing a process easier and faster.

V2.14 – Dove

November 8, 2018

NEW FEATURES

  1. Templates are now called blueprints and with this change comes a brand new, improved, blueprint creation process.
  2. New task filters allow you to filter completed, to-do, by coworker, and most recent and most delayed tasks.
  3. Insert variables for form fields and kick-off form fields into your step’s description.
  4. WYSIWYG editor added to process notes.
  5. You may now edit and delete your comments.
  6. Updated our authentication to OAuth 2.0, which provides even greater security and flexibility for our API, opening doors to even more integration opportunities

ENHANCEMENTS

  1. Blueprint and process names now have a max character length of 64 characters.
  2. Blueprint deadlines have been simplified to show relative deadlines by default.
  3. Saving blueprints is automatic and requires no save button.
  4. Process header shows process state more clearly.
  5. Step rules now show their corresponding step numbers.
  6. Starting a process has been simplified and streamlined.

FIXES

  1. Fixed an issue where Zenmate chrome extension was preventing access to Tallyfy.
  2. Fixed issue where users involved in only one organization were seeing a screen asking them to select an organization when signing in.
  3. Fixed issue where guest tasks were not open by default and weren’t showing videos or descriptions.

V2.13 – Swan

September 17, 2018

ENHANCEMENTS

  1. See task numbers in a process.
  2. Ability to resend tasks to assignees
  3. New process tracker shows the next task due for each process.
  4. Ability to favorite (star) processes.

ENHANCEMENTS

  1. Ability to set ‘before’ deadlines.
  2. New rules creation design.
  3. Automatically kick-off a new process after any task completion (with Zapier/API)
  4. Fresh new daily digest design .

FIXES

  1. Coworker names show up alphabetically in dropdown lists.
  2. See a notification when others complete a task.

V2.12 – Cuckoo

August 28, 2018

ENHANCEMENTS

  1. New step card design is here.
  2. Ability to receive just the daily digests.
  3. See one-off tasks in your Daily Digest.
  4. Smoother opening and closing of template steps

FIXES

  1. Radio button form field entry triggers rules.
  2. Email preferences settings saving.
  3. Relative deadlines update in real-time.

V2.11 – Starling

August 8, 2018

ENHANCEMENTS

  1. Numbers added to steps when creating a template.
  2. New design for issue and resolution comments.
  3. All coworkers now have an avatar with their initials.

FIXES

  1. Shaped and more precise radio button selection click.
  2. Editing date fields on one-off tasks is fixed.

V2.10 – Kingfisher

July 26, 2018

ENHANCEMENTS

  1. Ability to ‘Remember you’ for longer – stay signed in 30 days.
  2. Clearly see when form fields are left empty on completed tasks.

FIXES

  1. General fixes and improvements.
  2. Template webhooks saving issue fixed.

V2.9 – Parrot

July 17, 2018

NEW FEATURES!

  1. Email notifications when a process tasks you/Zapier assign to yourself.
  2. Email notifications when a guest or coworker re-opens a task.
  3. Daily Digest emails
  4. Ability to ensure only assigned coworkers can complete a task via Advanced tab in template steps.

ENHANCEMENTS

  1. New and improved sidebar! Easier access to the things you care about.
  2. Step cards rise into your view when opened inside of the template editor.
  3. Improved legibility on form field guidance text.
  4. Relative dates have been added to all comments.
  5. New, more clear, task card states, default, hover, and open!
  6. Simplified create template screen, just enter the name and you’re off!

V2.8 – Bald Eagle

July 3, 2018

NEW FEATURES!

  1. Enlarge images inside of task descriptions.

ENHANCEMENTS

  1. Hitting ENTER key commits save when creating text form fields

FIXES

  1. Fixed issue with saving form fields.
  2. Fixed issue with archiving tags.

V2.7 – Condor

June 19, 2018

NEW FEATURES!

  1. Create tasks, templates, start processes, and invite coworkers from anywhere inside Tallyfy with the new “+NEW” button.
  2. Do more with the “More details” drawer in active processes and the template editor.
  3. Edit assignees and deadlines inside of an active process.

ENHANCEMENTS

  1. “View More” on task card changed to “Open.”
  2. Need help creating your template? Now you can schedule a call with our experts inside of the template editor with the “Need Help?” button.
  3. Tabs inside of step cards got a makeover.
  4. Completing and Re-opening a task plays a sound now. Editable in settings.
  5. View the number of steps beside each template name in the template library.
  6. Details, assign, deadline, and advanced tabs all contain their own save buttons.
  7. Template library archive now has improved darker line design.
  8. Ability to remove uploaded avatar.
  9. The template editor has a new look and feel.
  10. Step alias & field alias are no longer generic and are now read only and can be easily copied.
  11. Completed task cards now display the name of the coworker who completed them.

FIXES

  1. Fixed “unsaved changes” lightbox popping up when switching tabs.
  2. Fixed “discard changes” button issue not actually discarding changes.
  3. Assigning a task in another coworker’s task view now auto assigns them.
  4. Checkbox click lag is fixed.
  5. If issue is present on process with no tasks, visual indicators will now reveal the issue.

V2.6 – Horned Owl

May 7, 2018

NEW FEATURES!

  1. New completed task card design with ‘View More’ to see form fields and description.

ENHANCEMENTS

  1. Template step’s ‘Assign’ tab wording is more clear.
  2. Active process header scrolls with you and contains important process information.
  3. A more intuitive Create Template screen with template name prompt above text field.
  4. Cleaner template step cards – no longer contain visible description text at top of card when closed.
  5. Ability to easily select a country code for your phone number on sign-up.
  6. Users must now click “Agree to Tallyfy service notifications” before joining org.
  7. Withdrawing a coworker invite displays success alert.

FIXES

  1. Date picker accepts years 1900 to 9999.
  2. “Last step of process” renamed to “Last step of template” and moved to bottom of deadline dropdown list.
  3. Username on user’s settings screen is non-editable.
  4. Full screen videos do not have overlapping sidebar.
  5. COMPLETE button only needs one click to mark complete.
  6. Preview form field now contains correct UI for checklist form field type.
  7. Users are no longer able to delete a file on a completed task.
  8. Switch seamlessly between step tabs with no dialogue prompts when no changes have been made.
  9. Sorting filter remains saved on Process Tracker when returning from different screens.

V2.5 – Crow

April 25, 2018

NEW FEATURES!

  1. Tallyfy is on Zapier! Check out how to connect with and use Zapier.
  2. Automatically start a processes using Zapier.
  3. Automatically create one-off tasks using Zapier.
  4. Ability to create anything new with the NEW button on the top menu.

ENHANCEMENTS

  1. Ability to book a call with sales before you consider upgrading your plan.
  2. Ability to clearly see alerts on top menu.
  3. Ability to see other coworker’s tasks lists from coworkers-settings view (Paid plans only).
  4. Ability to see total number of tasks in the task view.

V2.4 – Eagle

April 13, 2018

NEW FEATURES!

  1. New WYSIWYG (new text editor) in task comments
  2. New color for process statuses (on progress bars):
    • Green = On-time
    • Yellow = Due in 24 hrs
    • Red = Overdue/issue reported
  3. New color indicator for task deadlines:
    • Grey = on-time
    • Yellow = Due in 24 hrs
    • Red = Overdue
  4. New ‘Power Assign’ guests at start of process (BASIC/PRO plan feature.)
  5. New step relative deadlines (required to refresh after task completion.)

ENHANCEMENTS

  1. More subtle button saving animations.
  2. Ability to see full text clearly in completed forms.
  3. Your company logo will appear much clearer on Tallyfy, and can now handle @2x files.(please upload it again.)

FIXES

  1. Template steps saving when moved.
  2. Relative deadline step name appearing in full.
  3. Guest task shows description clearly.
  4. Image/files inserted to template step description can be saved and downloaded.

V2.3 – Heron

March 11, 2018

NEW FEATURES!

  1. New ability to add and see Process Instructions in Start Process View.
  2. New ability to add and see Process Notes in a task’s pop-out.

ENHANCEMENTS

  1. Ability to edit a process name during a process.
  2. Ability to delete custom process view criteria and entire views.
  3. ‘Mark as incomplete’ button on completed task renamed to ‘Re-open.’
  4. Completed task card design aligned to incomplete task card design.

FIXES

  1. Clarity on upgrade required beyond 5 users in STARTER (free) plan.
  2. Complete button on one-off tasks with description now showing.

V2.2 – Sparrow

March 1, 2018

NEW FEATURES!

  1. New ability to upload your and others profile photos! 🙂
  2. New ability to change organization name and add more organization details.
  3. New task card indicated ‘View more’ for forms and descriptions on a task.

FIXES

  1. Downloading files uploaded in tasks.
  2. Ability to resend a coworker invite.
  3. Task description in completed task now shows up clearly (not HTML.)

V2.1 – Albatross

Feb 9, 2018

NEW FEATURES!

  1. New ability to delete one-off tasks.
  2. New ability to archive templates.
  3. New ability to create sub-tasks (checklist form fields in a process task.)
  4. New ability to view/edit organization ‘Billing’ under ‘Settings’
  5. New ability to remove coworkers from ‘Settings’
  6. New ability to invite a new coworker from the template step – Assign tab.
  7. New spanish UI on browsers set to that language.
  8. New added a rich text editor for step descriptions.
  9. New template webhooks emit richer information.

FIXES

  1. Template step card opens without need to refresh.
  2. Process tracker shows accurate number of steps (when there are hidden steps.)
  3. Can download files uploaded to tasks.
  4. Assignment of guest emails saves accurately in start process.
  5. Guest task view shows assignee name, organization name etc.
  6. Guest task view can upload files.
  7. Fixed bugs on showing and hiding conditional rules.
  8. The status of coworkers you invite is now accurate.
  9. Billing links now let you view billing history and change billing information.
  10. Lots of smaller bugs squashed (fixed).

V2.0 – Penguin

Jan 10, 2018

Our entirely new product launched to the public 🙂

Our team spent decades trying to improve processes - as Business Process Management (BPM) consultants, process improvement gurus and User Experience (UX) experts.

DESIGNING A PROCESS IS REALLY BROKEN

All companies have processes. They exist as static documents or flowcharts.

People are "supposed" to do things according to the process.

The reality is - those processes just gather dust in a corner.

Nobody updates them. Nobody finds them. Nobody looks at them.

Our first mission is to make one beautiful place where your processes are searchable, up-to-date and engaging.

FOLLOWING A PROCESS IS VERY DIFFICULT

A process is useless unless someone actually uses it.

People suffer the pain of spreadsheets, emails, forms and paper to do tasks and approvals.

Large companies use old BPM and RPA systems, which require armies of IT, millions of dollars and 6-month IT projects.

Nobody is going to buy you a beer anymore for purchasing Pega, Appian, Nintex, K2, SAP, Oracle, Bizagi, IBM, etc.

Instead, everyone will hate you. Especially business users.

Modern teams do NOT follow neat flowcharts with rectangles, diamonds, swim lanes, and lines that pretend everything is nicely connected up.

Our second mission is to put your process in a beautiful tool that anyone can use within 60 seconds. And to integrate Tallyfy into tools you already use like Gmail, Outlook, Slack, Teams, etc.

PROCESS IMPROVEMENT? GOOD LUCK!

How can you improve a process when you can't measure anything?

Our third mission is to be the easiest way on Earth to collect data to improve your processes, so that you can make great decisions.

SPREADING CHANGE IS VIRTUALLY IMPOSSIBLE

When a process changes - how will you help people do things "the new way"?

Unless you can roll out improvements easily - you won't see any benefits. Whatsoever.

Our fourth mission is to eliminate the cost of change and training through one-click rollouts of any change.

YOUR CLIENT EXPERIENCES A MESS OF EMAILS AND CALLS

Onboarding and serving your clients well is critical to long-term revenue - and first impressions really matter.

Today - your clients have to email, visit or phone you to complete tasks, fill out forms and check what's going on.

Our fifth mission is to help you share workflows securely with your clients. When everything is self-driving and automated - imagine what that does for client trust and loyalty.

WE'VE BEEN IN YOUR SHOES

We've built the Mercedes Benz of repeatable processes. Our team has real-life experience of your business problems.

Billions of dollars per month are wasted globally - due to the problems above.

Those are your dollars. With Tallyfy - you can finally claim them back